BCM&R

CONNECT

Address:

3077 W Jefferson St
Suite 200
Joliet, IL 60435

Phone:

815-725-8300

Fax/Other:

815-725-8320

Meet Our Staff

Ted C. Berman, AAMS® - Founder & Chief Investment Officer

"Do not follow where the path may lead.  Go instead where there is no path and leave a trail."

Berman Capital Management & Research has been built upon that premise.

During the 1980's, I founded one of the first fee-based investment firms in the country.  

My name is Ted C. Berman.  I am the Founder and Chief Investment Officer of BCM&R.  I have devoted the past 31+ years to helping people achieve their financial goals and objectives.  Doing what is in the best interest of our clients is at the core of everything we do.  We take care of serious money for our clients - money that they are living off of during retirement or money that they are accumulating to do so when they retire.  

Research is the foundation that my firm was built upon.  The level of research that we do is what separates us from our competition.   

There are thousands of investment companies that want your money, my money, and everyone else's money.  Our job is to screen all of these investments that want your money - and select for your portfolio only those that have made it through our rigorous screening process.  

I know that in the bio section of our website, I am supposed to tell you all about my education, licenses, and designations, but none of those things have anything to do with how well we do what our clients pay us to do - and that is to take care of their money.

Instead of me bragging about myself here and you trying to evaluate whether I know what I am talking about or not - why not call me for a free introductory consultation?  Judge for yourself. All that it will cost you is some of your time.  No pressure.  No obligation.   

 

Michael J. Basso, CFP® - Director of Financial Planning

Michael has received his bachelors degree from Northern Illinois University, a Masters in Education from Northern Illinois University, and his Certified Financial Planner Practitioner designation.  He has been in the financial industry since 1994 and started his own practice, Basso Financial Planning Group, serving clients in areas of retirement planning, investment & portfolio development, and general financial planning.

In 2012 Berman Capital Management & Research acquired Basso Financial Planning Group as Mike elected to enter retirement.  Currently, Mike is the Director of Financial Planning at Berman Capital Management & Research and lives with his wife in Plainfield, Illinois.  He works to assists clients in developing their goals, developing multiple strategies to meet those goals, structuring a financial plan to define the recommendations, and finally implementing the plan.  Mike provides regular and continuous support throughout the process.

Michael has been a member of the Financial Planning Association, as well as a member of the local Illinois chapter of the association.  He has been active in Financial Planning Association as Chairman of the Speakers Bureau for the Illinois Chapter and has worked on numerous committees within the organization.  Michael has been a frequent contributor to articles on financial planning issues both in newsletters and in consumer brochures/books.  He has been an active member of his church having served as a member of the Steering and Finance Committee and developing a Planned Giving program for the church.  He also served on Episcopal Diocese of Chicago's Planned Giving task force.  Michael has been an active member of the Plainfield Area Chamber of Commerce.

Michael holds a series 65 (Investment Advisor Representative) registration.  He is also licensed in Life, Health, and Long Term Care insurance in the State of Illinois.

 

Tim J. Mason - Financial Advisor, Trader, Research Analyst, and Financial Planning Associate

Tim is the newest addition to our Firm and an integral part of our team. He currently maintains the Series 7 and 66 licenses and is currently fulfilling the experience requirement for obtaining the Certified Financial Planner (CFP®) certification.  Tim works closely with Ted and Mike on the research, analysis, and trading of securities for the firm.  He also assists with the comprehensive financial planning for our clients.

View Tim Mason's profile on LinkedIn          

 

Our Support Staff

 

Norma Berman - Office Manager

 

 

 

 

 

Terri Albertsen - Client Services / Administrative Support

 

 

 

 

 

Brenda Schultz - Client Services / Administrative Support

 

 

 

 

 

Carol Surges - Client Services / Administrative Support

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck